Abel Hall, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AH Abel Hall, LLC | Institutional Filer | ▲ 9.64% | $469.5M | 811 |
Current Portfolio Holdings
Showing all 811 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 1.1M | $43.1M | 9.18% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | — | 346K | $12.3M | 2.62% |
| 3 | NVDA | NVIDIA Corporation | Technology | 68K | $11.9M | 2.54% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | — | 325K | $11.4M | 2.43% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | — | 291K | $10.7M | 2.28% |
| 6 | AAPL | Apple Inc. | Technology | 40K | $10.1M | 2.15% |
| 7 | DFAU | DIMENSIONAL ETF TRUST | — | 181K | $8.2M | 1.74% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 28K | $5.9M | 1.25% |
| 9 | MSFT | Microsoft Corporation | Technology | 16K | $5.9M | 1.25% |
| 10 | DISV | DIMENSIONAL ETF TRUST | — | 137K | $5.4M | 1.15% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 8K | $5.3M | 1.13% |
| 12 | XOM | Exxon Mobil Corporation | Energy | 29K | $4.9M | 1.04% |
| 13 | GOOGL | Alphabet Inc. | Technology | 14K | $4.0M | 0.85% |
| 14 | AVGO | Broadcom Inc. | Technology | 12K | $3.7M | 0.79% |
| 15 | GOOG | Alphabet Inc. | Technology | 13K | $3.6M | 0.78% |
Showing 1 to 15 of 811 holdings